Wegner CPAs

Did you know that the Wegner CPAs Recruiting Services supports the people on both sides of the hiring table?💡

At Wegner, we know that people are the heart of every organization, and that belief drives our approach to recruiting. We don’t just fill roles; we help people find careers they love by connecting them with opportunities that match their skills, goals, and aspirations.

This people-first philosophy benefits everyone involved, creating long-term satisfaction on both sides of the table.

Just ask Jaidyn Koch, who worked hand-in-hand with Director of Recruiting Services, Angela Wurtz, PHR, SHRM-CP to land her dream job:

"While on the hunt for a new job, I met Angela with Wegner CPAs. From start to finish, she made the interviewing and hiring process seamless and stress free. Angela really took the time to get to know me and made it a priority for her to match me with a job that fit my needs and wants... In the years of job hunting and interviewing, I have never had such a good experience like I did while working with Angela. By taking the time to get to know me, I feel like she found the perfect fit for both me and for the business I am now working for... Working with Angela made this process completely stress- and anxiety-free and I am very grateful for the time she spent to make this such a seamless process."

We believe recruitment should be about connection, not transactions. Because when people love what they do and where they do it, everyone wins!

Sometimes a new source of funding isn't worth the price of admission.

Especially in a challenging market, it's understandably difficult for nonprofits to turn down new sources of revenue. However, it's important for organizations to fully understand how each grant and (perhaps more importantly) it's requirements will impact your operations, cash flow, and mission before accepting an award.

Senior Manager of Nonprofit Advisory Services, Melodi Bunting, CPA, CMA, CGMA recommends evaluating each new grant opportunity by asking the following questions:

➡️Does the funding fit our unique mission and strategy?
➡️What will it take to administer the grant?
➡️Can our cash flow support the structure and timing of the funding?
➡️If we have to invest in operations, staff, or materials to support the grant, will those investments pay off in other areas?

Read the full, in-depth breakdown on our website:
https://hubs.li/Q04zCVh_0

Autonomy, support, and an award winning workplace culture 🏆

At Wegner, people are at the heart of everything we do. We strive to empower our team to build the career of their dreams, and we give them the tools they need to succeed in the office and in their personal lives.

We're looking for an experienced Supervisor-level Controller to join our Accounting Solutions Group. If you're passionate about strengthening financial operations, providing relationship-driven service, and making informed, strategic decisions, we'd love to hear from you!

Learn more and apply:
https://hubs.li/Q04ztSlV0

For many real estate investors, tax planning strategy often focuses on generating deductions, but it's also important to evaluate whether those deductions actually generate a reduction in your tax bill.

Passive activity loss rules can limit when real estate owners are able to use those deductions. Understanding how those rules apply can help you evaluate a tax strategy based on both the potential savings and when those savings may actually be available.

Read more from Real Estate Tax Advisor, Dan Bergs, CPA:
https://hubs.li/Q04zb4G60

We’re excited to share that Wegner CPAs has been named a 2026 Best of the Best firm by Inside Public Accounting!

Recognition like this is really a reflection of our people—the care our team brings to their work, the relationships they build with clients, and the way they support one another. All of these elements will continue to shape who we are as a firm for years to come.

We’re grateful for the people behind this recognition and proud of what we continue to build together! Thank you to IPA for this acknowledgement!

https://hubs.li/Q04yWxX40

Community is a big part of what makes Wegner feel like Wegner. 💙

The last few weeks, we’ve had plenty of opportunities to spend time together and show up for the communities around us. For example, last week our various office teams gathered to celebrate Hispanic Heritage Month with great food and a few rounds of Lotería, and the week prior, our Baraboo office put their volunteer time to work supporting Beyond Blessed Food Pantry!

It’s also been a busy season of meeting future accountants on campus, connecting with people throughout our communities, and squeezing in a few more golf outings before Wisconsin reminds us that winter is coming.

Whether we’re learning together, lending a hand, or simply making time to connect, we’re grateful for the people and our communities that make these moments possible.

Meaningful work and an award-winning workplace culture—what could be better?!

According to our most recent anonymous employee survey, 100% of our tax employees agree that Wegner CPAs operates by strong values. And that's not by accident. We know that our employees thrive when they find their work meaningful and they are supported as professionals and individuals. That's what Putting People First means in practice, and it's why it's a core value at our firm.

Looking for a tax role where you can find meaning and autonomy? We're looking for a few seasonal tax preparers to join our team! Learn more and apply:
https://hubs.li/Q04ydV680

Please join us in welcoming Jack Covek, CPA, to Wegner CPAs! 🎉

Jack joins our Commercial Assurance team as a Manager, bringing more than eight years of experience across both public accounting and private industry. He brings rich industry experience in manufacturing and construction, a keen eye for details, and a great attitude to our team! His background and experience on both sides of the client relationship gives Jack a practical understanding of what businesses need from their accounting partners, and we're excited to see him grow in his new role!

We asked Jack what made him choose Wegner CPAs, and here's what he shared:

“I was drawn to Wegner because I was looking for an organization that would support my commitment to continuous professional growth while also providing a strong work-life balance for my family. I was impressed by the firm's dedication to delivering high-quality service to clients and fostering a culture where employees are valued, supported, and empowered to succeed.”

We’re so glad to have you on the team, Jack. Welcome to Wegner CPAs! 👏